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HBK Sorce Advisory’s Old Republic International ORI Stock Holding History

HBK Sorce Advisory’s Portfolio ORI Stock Details ORI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.44M Buy
36,585
+27
+0.1% +$1.11K 0.03% 191
2025
Q4 		$1.53M Buy
36,558
+3,399
+10% +$148K 0.04% 185
2025
Q3 		$1.42M Buy
33,159
+135
+0.4% +$5.21K 0.04% 180
2025
Q2 		$1.27M Buy
33,024
+17
+0.1% +$640 0.03% 188
2025
Q1 		$1.29M Sell
33,007
-27
-0.1% -$990 0.04% 186
2024
Q4 		$1.2M Buy
33,034
+60
+0.2% +$2.19K 0.04% 196
2024
Q3 		$1.17M Sell
32,974
-3,197
-9% -$108K 0.04% 199
2024
Q2 		$1.12M Buy
36,171
+30
+0.1% +$919 0.04% 196
2024
Q1 		$1.11M Hold
36,141
– – 0.04% 202
2023
Q4 		$1.06M Buy
+36,141
New +$1.02M 0.04% 195

Other funds holding ORI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return